ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 450 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $100,000 | +7.5% | 1,257 | 0.0% | 0.02% | +11.1% |
| Q3 2014 | $93,000 | -2.1% | 1,257 | +2.3% | 0.02% | 0.0% |
| Q2 2014 | $95,000 | +4.4% | 1,229 | -1.0% | 0.02% | +5.9% |
| Q1 2014 | $91,000 | +1.1% | 1,241 | -1.7% | 0.02% | +6.2% |
| Q4 2013 | $90,000 | +8.4% | 1,263 | 0.0% | 0.02% | +6.7% |
| Q3 2013 | $83,000 | -9.8% | 1,263 | -12.4% | 0.02% | -21.1% |
| Q2 2013 | $92,000 | – | 1,441 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northside Capital Management, LLC | 967,248 | $82,487,000 | 39.14% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 594,986 | $50,740,403,000 | 20.90% |
| Silicon Valley Capital Partners | 283,951 | $24,215,000 | 18.65% |
| FundX Investment Group, LLC | 540,075 | $46,058,000 | 11.51% |
| Longer Investments Inc. | 90,325 | $7,703,000 | 8.47% |
| FIDUCIARY TRUST INTERNATIONAL LLC | 256,155 | $21,845,000 | 7.15% |
| High Falls Advisors, Inc | 283,171 | $21,280,000 | 6.04% |
| LGL PARTNERS, LLC | 120,196 | $10,188,000 | 5.54% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 328,000 | $27,972,000 | 5.47% |
| Tiller Private Wealth, Inc. | 76,269 | $6,504,000 | 5.44% |